Reports - Shared access

Question

What permissions does shared Access grant a user access to the shared account's reports? In other words, people who use a shared account will want to see its reports.

Alexandre.Augusto · Accepted Answer

Hello, @Obed247Welcome to the DocuSign Community!To achieve the described scenario where you want an user to see all available reports including the customized ones, you need to create a customized Permission Profile granting Report permissions.After created the Delegated Permission Profile, you can edit that user and change to this new created Permission Profile.All details that you need is in this article:https://support.docusign.com/s/document-item?language=en_US&bundleId=lye1642705772274&topicId=ibs1634163357926.html&_LANG=enusI hope that helps!Alexandre

nathaly.monge · Answer

Hello @Obed247,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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